Find out more about Eric and his firm Standpoint here.
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Check out our Global Macro series here.
Learn more about the Trend Barometer here.
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And you can get a free copy of my latest book "The Many Flavors of Trend Following" here.
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Top Traders Unplugged wins award for ‘Best Trading Podcast’ and features among the ‘Top 20 Best Investing Podcasts in 2020’ by The Investors Podcast 🏆
Episode TimeStamps:
00:00 - Intro
01:59 - Macro recap from Niels
03:22 - Weekly review of returns
10:41 - What could Trend Following bring to the crypto space?
16:36 - How can CTAs change the narrative around investing so that they are included in the picture at all times, instead of just when investors are panicking?
24:50 - Q1; Leonie: What goals can I set as an independent Trend Following trader?
30:13 - Q2, Q3 & Q4; James: How do you size positions across different speeds of systems? How much in percentage terms should a retail investor allocate to Trend Following strategies? Can you recommend a CTA comparison website?
33:16 - Q5; Jacob & Sam: Can Bitcoin futures be traded safely even though you can’t trade them over the weekend?
36:30 - Trend Following reframed for better understanding
48:04 - Trend Following misunderstood
59:48 - Why Trend Following on only a single asset class often leads to failure
1:04:17 - Economic and social similarities between today and the 1960s
1:07:37 - The fallacies of the typical 60/40 portofolio
1:16:54 - How managed futures can help portfolios
1:23:16 - Benchmark performance update
